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Evo-ERP and DBA Classic >> Evo Menu & Evo-ERP >> Printing report to Excel or PDF
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Message started by wrf46 on 03/24/04 at 13:41:18

Title: Printing report to Excel or PDF
Post by wrf46 on 03/24/04 at 13:41:18

How do I send a report or form straight to Excel or PDF?
I can not find any information about how to do this. The only options I see is print to "List", "Printer", Disk", Cancel".  Am I missing something??

Title: Re: Printing report to Excel or PDF
Post by Lynn Pantic on 03/24/04 at 15:55:29

They need to be RTM style forms or reports to do that (SA-M & N, PO Reports, SO-O-J & K)

Title: Re: Printing report to Excel or PDF
Post by wrf46 on 03/24/04 at 17:18:01

Still confused?  I tried to print SO-O-H but when I press the Print button a box opens asking where to send the report.  IE: List  Printer  Disk  Cancel     Nowhere does it ask to send to Excel or PDF.   What am I overlooking?

Title: Re: Printing report to Excel or PDF
Post by Lynn Pantic on 03/24/04 at 18:28:03

If the report prompts for an RTM then select Printer and on the Windows Printer selection screen, there is a choice to send to File and then choose the format.

Title: Re: Printing report to Excel or PDF
Post by Laura on 03/25/04 at 11:39:09

Here are the instructions I gave one  guy in my office.   It might be too simple for you.  It takes much longer to read this,than to do it.    These instructions are for exporting the open SO listing.....you can easlily figure out what to do with the other reports.

Directions for to export DBA  open SO  listing to a spread sheet.

1.  List SO-O-A to screen.    
2.  reduce screen by clicking on magnify glass icon 3 or 4 times
3.  Highlight data only--
  Do not highlight   titles at top of page or column headings or anything below customer total
4.  Right click on mouse and option box will pop up.
5.  Left click on copy
6.  exit out of SO-O-A
7.  minimize DBA by clicking on dash in far right hand corner  
8.  Back at main windows menu-click on start and option  options will up.
9.  run mouse pointer up to PROGRAMS  and other options pop up.  PROGRAMS will be high lighted in Black10.
10.  with PROGRAMS staying highlighted in Black-slide mouse pointer down to excelL and click open
11. you will see book 1  
12.  make sure 1A and only 1A is highlighted , right click mouse and press paste.
13. mouse click on  Data  at top of page
14.  click on column   A   ---it will go black
15. slide down and highlight    Text to Columns  
16. Push next
17 .  Delete lines between space in customers' name by double clicking on each arrow point.
   do not remove any lines beyond the line after s  

18. Push next.
19  Push Finish
20  back to book 1
21.  highlight columns A-E etc and rows 1- whatever    
22.  Copy by  clicking on  COPY icon at top of page- Data should be look like   hollywood    marquis
23  Minimize book 1 by  right clicking on the  minimize at the very top top of the page.
24. At main window menu  open WORKS  
25. In far left column choose works spread sheet
26 now mouse click on START A BLANK SPREAD SHEET and open  a new spread sheet
27.  mouse highlight on 1A , right click and press PASTE
28. Go to top left  and press FILE
29  slide down to    SAVE AS    and  choose  ------ as directory, name file w/date and save.
30. highlight-select all data
31. Go to FORMAT at very top mid page, slide down to COLUMN WIDTH and choose BEST FIT
31.  Delete Column A (which should be PCC)
32. Column A should now be SO# and Column B should be raw date.
33. Fix date by highlighting column B,  click on FORMAT, slide down to NUMBER,  fill in date circle_OK
34  Fix price by highlighting column C, click on FORMAT, slide down to NUMBER, fill in currency -OK
35. Save by pressing diskette icon on tool bar
36.  now modify-add  column headings, delete colums etc.
37  SAVE again
38.close your new spread sheet
39 right right click on minimized excelL book 1 spead sheet and close

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